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Sigma Planning Corp: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on IUSG, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 17,366 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,366 shares
    Change vs previous 13F +1,987 shares

    0.08% of the 13F portfolio, value $3,266,342.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,379 shares
    Change vs previous 13F -232 shares

    0.07% of the 13F portfolio, value $2,385,363.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,611 shares
    Change vs previous 13F +1,036 shares

    0.07% of the 13F portfolio, value $2,621,758.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,575 shares
    Change vs previous 13F -81 shares

    0.07% of the 13F portfolio, value $2,398,188.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,656 shares
    Change vs previous 13F -776 shares

    0.07% of the 13F portfolio, value $2,204,318.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,432 shares
    Change vs previous 13F -1,521 shares

    0.06% of the 13F portfolio, value $1,961,136.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,953 shares
    Change vs previous 13F +1,382 shares

    0.07% of the 13F portfolio, value $2,362,366.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,571 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,054,014.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).